BillM223
Expert Alumni

Retirement tax questions

Only the OPM knows what the purpose of the amount in box 5 is. It could be health insurance premiums and it could be after-tax contributions.

 

Did you make any after tax contributions to your annuity while you were employed?

 

I did a quick test in desktop TurboTax, and the amount in box 5 does not appear to be carried automatically to Schedule A as Medical Expenses.

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